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Advisor AI Partners · Project Portfolio
16 ACTIVE PROJECTS · 124 SESSIONS · APRIL 16, 2026
16
Active
6
High
5
Medium
4
Low
1
Scoping
124
Sessions
Portfolio Map
Priority →
High
Medium
Low
Scoping
Sales Tools
Sales Command Center v5
2 sessions
Follow-Up Machine
2 sessions
GHL Calling App
2 sessions
Biz Card Scanner
1 session
Opp Kanban
1 session
Client Work
Little Eaters & Talkers
4 sessions · Showcase client
Coastal Maverick
1 session
Hartley Press
1 session
LifeBridge LTC
1 session
DuBlasé
1 session
Infrastructure
Skills & MCP Development
3 sessions · Foundation
Claude Cowork Tracker
1 session · Meta-project
Other
AI Renaissance Talk
1 session · #1 at UNF
AI Program Pricing
1 session
AFES Instructor DB
1 session
Advisor Niche Lead Engine
0 sessions · New
Observations
⚠ Overlap risk: SCC v5, Follow-Up Machine, GHL Calling App, and Opportunity Kanban all solve the same problem — sales pipeline management. Consider whether these should converge into one system.
⚠ Bandwidth risk: All 16 projects are active with no closed projects. Risk of spreading too thin — prioritize ruthlessly before September.
📅 September 2026 deadline: Chamber of Commerce (top lead source) goes away at relocation. All revenue systems must run remotely before then. AI Program Pricing is the unlock for clear, sellable packages.
✓ Client work is healthy: Little Eaters, Hartley Press, Coastal Maverick, DuBlasé show real breadth. Jean (Little Eaters) is the most mature — a strong showcase for content engine capability.
Sales Tools
High 2 sessions

Sales Command Center v5

Comprehensive sales command center for pipeline, calls, follow-ups, and client tracking.

GHL pipeline Cold calling Activity tracking

Solves 4+ task audit items. Central hub if done right.

High 2 sessions

Follow-Up Machine

Follow-up automation for consistent prospect engagement.

Proposal follow-ups Prospect engagement

Dual-purpose — internal tool AND potential product (Tom, Lauren).

Medium 2 sessions

GHL Calling App

GHL-integrated calling app with tag filters for targeted outreach.

Cold calling Tag filters

⚠ May converge with SCC — evaluate before building further.

Low 1 session

Business Card Scanner & CRM

Scan business cards at networking events → feed into CRM.

Valuable for Chamber events before September 2026.

Low 1 session

Technology Opportunity Kanban

Kanban board for tracking technology opportunities and prospects.

⚠ May overlap with SCC pipeline view — evaluate first.

Client Work
High 4 sessions

Little Eaters & Talkers

Full content engine — social media, blog, newsletter, podcast, and creative visuals for Jean.

Showcase client Content engine 6 skills deployed
Medium 1 session

Coastal Maverick Proposal System

Branded proposal generation for consulting engagements.

Pattern could become template for all prospect proposals.

Medium 1 session

Hartley Press Marketing

Marketing and AI strategy for Hartley Press.

Active strategy
Medium 1 session

LifeBridge LTC Case Study

Analyze and build case request project for LifeBridge LTC.

Supports financial advisor wholesaling revenue engine.

Low 1 session

DuBlasé Proposal

Branded proposal report.

Another use case for the proposal template system.

Infrastructure
High 3 sessions

Skills & MCP Development

Build and refine Claude skills ecosystem — voice, content, creative, MCPs.

Foundation of AIOS David voice Content engine Call coaching

All deployed skills: David voice, blog, content engine, creative engine, call coaching, meeting recap, client onboarding.

High 1 session

Claude Cowork Tracker

HTML dashboard tracking all Claude projects across platforms.

Meta-project 124 sessions cataloged
Other
High 1 session

AI Renaissance Talk

Keynote on AI transformation for business owners. #1 rated of 6-7 speakers at UNF (~100 attendees).

Brand authority Pipeline feeder Michelangelo Toolkit

Seek more speaking opps before September. Audience → warm leads.

Medium 1 session

AI Program Pricing & Tiers

Design pricing structure and service tiers for AI consulting.

Sept. critical Rebranding support

Need clear, sellable packages before Lisbon relocation.

Low 1 session

AFES Instructor Database

Scrape AFES directory for financial advisor contacts.

Scraper built LifeBridge pipeline
Scoping 0 sessions · New

Advisor Niche Lead Engine

Hyper-specific advisor lead list engine — enriched, email-verified, FINRA/SEC-compliant outreach.

Potential SaaS Todd Howland origin Compliance layer

Dual-purpose: internal LifeBridge tool AND advisor client service. Differentiator over Clay/Apollo.

ADVISOR AI PARTNERS · PROJECT PORTFOLIO · APRIL 2026 Source: context/projects.md